Our Team
Wealth Guidance, Inc. is a service orientated firm committed to helping our customers pursue their financial goals. Our firm offers a wide range of financial products and services to individuals, families and businesses. With the help from our professional staff at Wealth Guidance, Inc. you will gain confidence in your financial decisions.
Mark S. Flannery, CFP®
- Certified Financial Planner (CFP) from the College for Financial Planning
- Bachelor's Degree in Business Management from Northern State University
- Over 40 years of experience in the Financial Services Industry
- Securities Registrations: Series 7, Series 6 & Series 63
- Licensed in Life, Long-Term Care, Disability & Health Insurance
- Registered Representative of Grove Point Investments, LLC
- Investment Advisor Representative of Grove Point Advisors, LLC
Lance A. Flannery, MS
- Master's Degree in Financial Planning (MS) from the College for Financial Planning
- Bachelor's Degree in Economics from St. John's University
- Over 15 years of experience in the Financial Services Industry
- Securities Registrations: Series 7, Series 6 & Series 63
- Licensed in Life, Long-Term Care, Disability & Health Insurance
- Registered Representative of Grove Point Investments, LLC
- Investment Advisor Representative of Grove Point Advisors, LLC
Amanda G. Anderson (Flannery), RP®
- Registered Paraplanner (RP) from the College for Financial Planning
- Bachelor's Degree in Health & Wellness from the University of Minnesota
- Over 8 years of experience in the Financial Services Industry
- Securities Registrations: Series 6 & Series 63
- Licensed in Life, Disability & Health Insurance
- Registered Representative of Grove Point Investments, LLC
Shane T. Flannery
- IT Manager & Network Specialist
- Software Support
- Over 12 years of Industry experience
- Data Management & Security
- Website Administrator